customer learning - concur series webinar... · • provide the best tools and training in the most...
TRANSCRIPT
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Customer Learning: Using Tools and Training to Get the Most Out of your Concur Solutions
Duwana Jones
Training Consultant – Learning Services
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Introduction
Training Consultant
Concur Learning Services
Duwana Jones
• Concur Administrator for a Global Company
(Rolled out Globally to Over 30K Employees)
• Concur Functional Consultant
• Project Manager (Consultant)
• Concur Training Consultant
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Did you know?
• Concur offers comprehensive basic and customized training
options for all products
Our goal:• Provide the best tools and training in the
most efficient way to fit your needs
• Ensure you are equipped to utilize and
administer our solutions effectively
• Deliver the right training no matter how
familiar you are with the solutions
• Give you flexibility: various types of training
from instructor led to pre-recorded sessions
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Learning Objectives
Learning How
Attain the knowledge to quickly learn how to use
Concur solutions
Improving Satisfaction
Enhance your experience with Concur through
knowledge & efficiency
Finding the Tools
Identify the tools and training’s available to you
and your team
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What is available?
Standard
(basic)
Training
Customized
Training
Services
Online
Reporting
Tutorials
Structured
Learning
Courses
We have several types of trainings to best fit your needs:
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Poll Question
Are you aware of the free training toolkit on Concurtraining.com?
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Training Toolkit
Visit:
www.concurtraining.com
to learn more and get
started with Concur
solutions.
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Standard Training Includes: Standard
(basic)
Training
Implementation and Conversion Toolkits: provide details on how
to implement all products and conversion projects
Online End-User Training Materials: quick start and reference
guides, FAQ’s and interactive simulations and demos
Training Toolkit: located on the product help tab, this toolkit
provides additional information on all product solutions
Customer Learning Series: get the hints, tips and tricks you need
to get the most out of your tools.
www.concurtraining.com
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TripLink & TripIt Pro Standard
(basic)
Training
www.concurtraining.com
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Poll Question
• Did you know that Concur offers customized training? Yes/No
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Customized Training Includes:
Instructor Led Training Options: receive tailored training through
virtual, onsite or custom structured courses
Personalized Training Materials: tailor-made quick start and
reference guides, as well as localized materials
Unique Interactive Simulations: engage in live simulations
demonstrating how to get the most out of Concur solutions
Customized
Training
Services
www.concurtraining.com
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Benefits of Customized Training: Customized
Training
Services
• Increase adoption
• Reduce the dependence on
administrators and staff for
training and ongoing
support
• Meet your personal needs
and schedule
• Greater interaction in a safe
environment
• Available in all languages
where the product is
supported
• Tailored for familiar workforce
scenarios
www.concurtraining.com
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Need Help with Reporting? Online
Reporting
Tutorials
www.concurtraining.com
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Reporting Training Online
Reporting
Tutorials
www.concurtraining.com
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Reporting Resources Online
Reporting
Tutorials
In-depth
Training
Videos
Training
Guides &
Resources
Quick
Tutorial
Videos
Concur training site for reporting is broken into three categories:
www.concurtraining.com
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Intelligence Reporting Guide Online
Reporting
Tutorials
Find reports quickly and easily with the Intelligence reporting guide
broken down by a simple list of categories
www.concurtraining.com
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Structured Learnings Includes: Structured
Learning
Courses
Expense Type Admin: ability to control change/modify your own
expense types
Hands-on Report Authoring: work closely with Concur experts to
get a 360-degree view of your travel and expense data and create
the custom reports you need. Onsite email [email protected]
Introduction to Intelligence: instructor-led training and hands-on
practice using Concur Intelligence at our training facilities in
Bellevue, WA
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Additional Structured Learning Includes: Structured
Learning
Courses
Bootcamp: multi-day training providing the tools and experience to
get started in getting the most out of your Concur solutions
Advanced Configuration: after 30 days+ of implementation users
travel to a Concur office for hands-on training – Class sizes may vary
based on location
Structured
Class Type
Additional
Permissions
User
Roles
Configuration
Restricted
Configuration
Unrestricted
Analysis/
Intelligence
Boot Camp √ √ √
Advanced
Configuration
√ √ √ √ √
www.concurtraining.com
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Administrators:Tutorials: over 50 quick and easy to follow videos and documents
for products offered by Concur
Multiple Learning Tools: whether you are configuring the system or
learning back office tools, tutorials are available in this tab
Examples:
www.concurtraining.com
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Additional Resources
Connect with your peers:
Join the LinkedIn Concur
Client User Group and
share best practices and
learn from other users(See resource slide for link to join)
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Additional Learning Opportunities
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Contacting Learning Services
If interested in training, send an email to [email protected]
Please include:
• A description of your training
need (live training for end user,
admin, reporting, or advanced
configuration, custom training
materials, virtual or onsite, etc.)
• The service type (Standard,
Professional or Premium)
• Any other notes that might be
helpful (targeted go-live date,
number of employees needing
training, etc.)
Additional details:
• All client training’s will begin after implementation of
Concur is complete
• Your Client Executive can assist you on deciding
which training would be right for you and your
organization
• There are continuously new updated trainings
being added to the training website – check it out if
you have not been back in a while!
• We prefer a 10 day notice for all customized
trainings
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Questions
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Resources
• Access the Concur Training site: www.concurtraining.com
• Join the LinkedIn Concur Client User Group:
https://www.linkedin.com/grps/Concur-Client-User-Group-
3760755/about?
• Contact Concur Learning Services: [email protected]
©2016 Concur, all rights reserved. Concur is a registered trademark of Concur Technologies, Inc. All other company and product names are the property of their respective manufacturers. Specifications and other details listed are accurate as of
printing, but may change without notice.